Are you looking for Greenhouse Housecall Pro?…Used by over 17,000 service companies, in a large range markets including Heating and cooling, pipes, and cleaning. If you’re already a client, tell us what you believe of this solution in the comments below.
It is competitively priced to options with similar functionality it Includes tools that assist businesses handle a high volume of recurring jobs And it includes numerous nice-to-have functions: a website contractor and e-mail & postcard marketing tools. Does not provide automated quote follow-ups, an online consumer portal, or an open API.
Overall, we advise that the majority of SMBs ought to think about evaluating. It is a competitive-priced item that provides a suite of features that suffice for numerous small businesses. If you wish to evaluate a solution similar to, we suggest Jobber. If your service company has more than 10 employee, and you want to purchase a more advanced option, we recommend ServiceTitan is a membership based service that costs $49 to $199 each month when billed every year. When billed monthly, and $65 to $229 per month.
Does House Call pro integrate with Quickbooks?
Each strategy limits the number of users you can include per account, and adding extra users costs a regular monthly fee of $30 per user. likewise offers a business level XL plan with custom rates. include features that automate typical tasks and optimize field operations. When you initially log into, you will be directed to the dashboard. It is organized into modules that display various reports and assist keep important products like, open billings and upcoming tasks, top of mind. helps you book more tasks by enabling clients to request services online. This service offers a “book now” button you can place on your company site or social networks channels Clicking the button will send the client to an online booking form.
HousecallPro has helped us take our organization to the next level and makes dispatching, approximating, and bookkeeping much easier. I’ve used other competitive items in the past, however nothing has actually come close to the features of HousecallPro.
Catalog flexibility, automated e-mails, price quote approvals and invoicing, and dispatching to ensure everyone’s on the very same page.
The automated e-mails ought to absolutely be connected to job tags, however due to the fact that they’re tied to customer tags, we need to add and remove them vigilantly if we have repeat clients with multiple properties or various service needs.
I want the quote approval process was more of an eSignature process instead of any celebration just clicking a button.
Clients will choose a service, select a preferred time, and enter their contact info. When the client finishes the kind, will instantly signal you of the incoming job request. assists you develop, send out, and track task price quotes. You can add line products for materials & services, and connect pertinent files. You can send out quotes to your customers by text or e-mail. The message includes a link where your customer can review the quote, and decline the service or accept. helps you handle client relationships. You can produce a profile for each customer, and shop info like their phone number, e-mail address, and place.
You can also track the status of quotes and jobs, and view their billing history includes search and filtering tools to assist you sort and locate clients efficiently. You can include tags to your customers to assist organize your client list. allows office personnel to efficiently arrange tasks and dispatch staff member. You can use its drag and drop calendar to assign staff member to a provided task, and set arrival windows. You can easily set up repeating task schedules. Housecall Pro consists of a map view with GPS tracking, so your workplace personnel always understands where your field technicians lie. This permits your workplace develop the most effective paths.
Last year we were able to add 1 extra employee for just a set cost per employee which was extremely affordable. WHen that worker stopped we were back down to 5 … so were uninformed that in June 2022 they made this change cleaning out the capability to include an incremental worker without having to jump to the next tier. The entire point of this software is helping you to grow your service – however apparently as soon as you do grow young boy do they penalize you for it!
In addition their search function for the “pricebook” leaves a lot to be desired. If you type in a keyword like “flange” and you have multiple items with that keyword in the description you anticipate all of the products with that keyword to appear.
The mobile app is the primary way that field specialists interact with the platform. Field service technicians can utilize the mobile app to: gain access to customer and job details, gather payments, produce quotes and invoices, acquire signatures assists you send out billings to your customers, and gather online payments. This is how a billing will appear in your client’s inbox.
Billings include a link to an online payment portal. Here is an overview of the deal costs associated with: Online payment portal deals by client: 2.99% Transactions manually got in through app or internet browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to develop reports that evaluate your company’ efficiency data. In general, is a reasonably priced field service management option suitable for SMBs. Greenhouse Housecall Pro.
I understand there is a window of time up to 4 hours, but it would be nice to let a client understand they are set up for a day without providing a time. I also don’t see consultation tips for “huge jobs” that are set for throughout the day and are potentially arranged up to 6 months ahead. Should be Set up, a one week suggestion and a one day reminder at a minimum
If your business has less than 10 team members, must make your shortlist of software you need to assess. If you wish to compare to a similar option, check out our jobber videos If your company has more than 10 staff member, you ought to consider evaluating more robust services, like ServiceTitan